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United Bancorp
UBCP

22 hedge funds and large institutions have $8.79M invested in United Bancorp in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

0.25% less ownership

Funds ownership: 10.83% → 10.58% (-0.25%)

5% less capital invested

Capital invested by funds: $9.26M → $8.79M (-$462K)

8% less funds holding

Funds holding: 24 → 22 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$162K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$115K
3
Renaissance Technologies
Renaissance Technologies
New York
+$67.1K
4
Morgan Stanley
Morgan Stanley
New York
+$42.3K
5
WB
WesBanco Bank
West Virginia
+$23.4K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$731K
2
Northern Trust
Northern Trust
Illinois
-$147K
3
UBS Group
UBS Group
Switzerland
-$5.26K
4
TRCT
Tower Research Capital (TRC)
New York
-$4.14K
5
ASN
Advisory Services Network
Georgia
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.95M +$23.4K +1,636 +0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.29M +$22.2K +1,554 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$998K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$720K +$115K +8,038 +19%
BCM
5
Bridgeway Capital Management
Texas
$387K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$379K +$1.19K +83 +0.3%
KOC
7
Koss-Olinger Consulting
Florida
$311K +$2.96K +207 +1%
BlackRock
8
BlackRock
New York
$293K +$729 +51 +0.3%
Renaissance Technologies
9
Renaissance Technologies
New York
$293K +$67.1K +4,700 +30%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$222K – – –
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K – – –
RA
12
Raffles Associates
New York
$214K – – –
FFA
13
Founders Financial Alliance
North Carolina
$163K +$157 +11 +0.1%
Financial Engines Advisors
14
Financial Engines Advisors
California
$162K +$162K +11,355 New
Morgan Stanley
15
Morgan Stanley
New York
$128K +$42.3K +2,958 +50%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$21K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14K – – –
SNT
18
Security National Trust
West Virginia
$11K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$6K -$4.14K -290 -41%
UBS Group
20
UBS Group
Switzerland
$5K -$5.26K -368 -51%
Bank of America
21
Bank of America
North Carolina
$1K +$29 +2 +3%
KCM
22
Kennedy Capital Management
Missouri
– -$731K -51,273 Closed
Northern Trust
23
Northern Trust
Illinois
– -$147K -10,309 Closed
ASN
24
Advisory Services Network
Georgia
– -$2K -173 Closed
Wells Fargo
25
Wells Fargo
California
– -$29 -2 -6%

UBCP Hedge Fund Activity: Q3 2021 in Review

22 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q3 2021, worth a combined $8.79M — down 5% from $9.26M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UBCP and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 10 added.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $162K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $731K sold.

  • 22 institutional investors held United Bancorp (UBCP) as of Q3 2021, down from 24 in Q2 2021.
  • Funds reported $8.79M of United Bancorp stock for Q3 2021, down 5% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q3 2021 and 3 closed out, a net change of -2 holders.
  • The largest United Bancorp buyer in Q3 2021 was Financial Engines Advisors, an estimated $162K added.
  • The largest United Bancorp seller in Q3 2021 was Kennedy Capital Management, an estimated $731K sold.

Based on aggregated 13F filings for Q3 2021.